Compare · 4 funds side by side · dividends reinvested

JEPI, SSUS, CGDV and DGRO

JEPIJ.P. Morgan×SSUSDay Hagan×CGDVCapital Group×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, SSUS, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.8

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.46%+13.1%+14.7%+18.4%+9.5%−9.0%14.6%$579M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · SSUS 2020 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $45.2B$14,429

JEPI

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JEPI vs SSUS: Top 5 Holdings

Today

JEPI

9.8%in top 5

SSUS

in top 573.4%

JEPIStockSSUS

not top 5XLK32.2%

not top 5XLF11.0%

not top 5XLI10.8%

not top 5XLV10.1%

not top 5XLY9.3%

Cost, Income and Risk

Fees: JEPI, SSUS, CGDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

JEPI0.35%$35

SSUS0.77%$77

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SSUS

Strategy Shares Day Hagan Smart Sector ETF · $579M$15,738

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

JEPIMeasureSSUS

+7.6%Year to dateJan 1 → Nov 10+13.1%

+10.6%1 yearTotal return+14.7%

+10.9%3 years · per year$10,000 became $13,634 · $16,610+18.4%

+7.6%5 years · per year$10,000 became $14,429 · $15,738+9.5%

0.35%Expense ratio$35 · $77 a year on $10k · lower is better0.77%

7.92%Trailing 12-mo yield$792 · $46 a year on $10k0.46%

−6.7%Worst dropSmaller is better−9.0%

9.0%VolatilityLower is calmer14.6%

JEPISSUS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common9.0%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs SSUS Returns, Every Period

5Y

J.P. MorganJEPI

+7.6%

5 years, per year

SSUSDay Hagan

+9.5%

5 years, per year

JEPISSUSFaded: behind in that period

0–4SSUS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPI vs DGRO

YTD

J.P. MorganJEPI

+7.6%

DGROiShares

+19.1%

+7.6%Year to date+19.1%

−6.7%Worst drop · 1Y−6.5%

9.0%Volatility · 1Y10.3%

7.9%Yield1.8%

$45.2BAssets$45.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, SSUS, CGDV, DGRO

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

DGRO1.83%$183

CGDV1.24%$124

SSUS0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

SSUS$46 − $77 = −$31

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, SSUS, CGDV, DGRO

Today

34.2%most shared, JEPI and DGRO

JEPISSUSCGDVDGRO

JEPI—9.0%27.3%34.2%

SSUS9.0%—10.1%5.2%

CGDV27.3%10.1%—28.0%

DGRO34.2%5.2%28.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CGDVWorst drop−9.7%13.5% vol

SSUSWorst drop−9.0%14.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+7.6%Year to date+19.1%

7.9%Yield1.8%

+10.6%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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JEPI, SSUS, CGDV and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four